30 Oct 2025: ✉️ Patient Activation & Invitation Workflow Updates

Skip to content

We’ve refined the patient onboarding flow to improve clarity, consistency, and operational logic across all registration pathways. ✨

This update includes terminology changes and important state logic improvements.

✨ What’s Changed

✉️ “Send Activation” → “Send Invitation”

Within the Patient Info widget, we’ve updated the terminology:

Send Activation → Send Invitation
Resend Activation → Resend Invitation

This better reflects what is actually happening — inviting a patient to set up their account — rather than “activating” them manually.

🟢 Clinician-Created Patients Now Go Straight to Active

Previously:

When a clinician created a patient, the patient entered a Pending state.
They only became Active after clicking “Send Activation”.

Now:

When a clinician creates a patient, they immediately enter the Active state.
They are visible in lists and searches and can be configured immediately.
“Send Invitation” simply triggers the password/setup email — it does not change their state.

This aligns system state with real-world intent.

🔄 Updated Registration Flows

1️⃣ Clinician Creates Patient

Patient is immediately Active
Visible in lists and searchable
Clinician clicks Send Invitation
- Password email sent
- Welcome email sent
- Activation Form sent (if present)
- Enrolled in associated Patient Journey (if configured)
Clinician can Resend Invitation
- Password email sent again

2️⃣ Patient Self-Registers (Approval Required)

Patient enters Pending state
Not visible in lists/searches
Clinician clicks Approve
- Patient becomes Active
- Welcome email sent
- Activation Form sent (if present)
- Enrolled in associated Patient Journey (if configured)

3️⃣ Patient Self-Registers (No Approval Required)

Patient immediately becomes Active
Welcome email sent
Activation Form sent (if present)
Enrolled in associated Patient Journey (if configured)

💡 How It Helps

🧠 Clearer System Logic

Patient state now reflects:

Administrative visibility (Active vs Pending)
Not whether an invitation email has been sent

This removes confusion around activation status.

⚡ Faster Administrative Setup

Organisations can now:

Configure Patient Groups
Assign Care Teams
Set Journeys
Prepare appointments

…without waiting for an invitation to be sent.

🔄 More Consistent Terminology

Using “Invitation” instead of “Activation” improves clarity for Team Members and better matches modern onboarding language.